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2,120 hedge funds and large institutions have $219B invested in Visa in 2018 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 867 increasing their positions, 835 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 61

18% more funds holding in top 10

Funds holding in top 10: 365430 (+65)

11% more call options, than puts

Call options by funds: $1.8B | Put options by funds: $1.62B

10% more capital invested

Capital invested by funds: $198B → $219B (+$20.3B)

2% more funds holding

Funds holding: 2,0762,120 (+44)

4% more repeat investments, than reductions

Existing positions increased: 867 | Existing positions reduced: 835

0.76% more ownership

Funds ownership: 92.01%92.77% (+0.76%)

Holders
2,120
Holders Change
+44
Holders Change %
+2.12%
% of All Funds
48.52%
Holding in Top 10
430
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+17.81%
% of All Funds
9.84%
New
121
Increased
867
Reduced
835
Closed
61
Calls
$1.8B
Puts
$1.62B
Net Calls
+$184M
Net Calls Change
+$985M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
876
Webster Bank
Connecticut
$6.47M -$36.3K -282 -0.6%
FPTW
877
Franklin, Parlapiano, Turner & Welch
Texas
$6.46M -$107K -835 -2%
FCT
878
Family Capital Trust
Massachusetts
$6.44M -$182K -1,415 -3%
PDN
879
Pensionfund DSM Netherlands
Netherlands
$6.41M -$811K -6,300 -12%
CI
880
Conning Inc
Connecticut
$6.36M -$212K -1,650 -3%
CAM
881
Columbia Asset Management
Michigan
$6.34M +$66.9K +520 +1%
NMIFOAC
882
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$6.3M
ASN
883
Advisory Services Network
Georgia
$6.3M +$351K +2,728 +7%
WPP
884
Whalerock Point Partners
Rhode Island
$6.28M -$2.42M -18,839 -28%
CIC
885
Chase Investment Counsel
Virginia
$6.27M -$549K -4,265 -8%
ECAM
886
East Coast Asset Management
Massachusetts
$6.25M -$47.5K -369 -0.8%
AI
887
Atria Investments
North Carolina
$6.16M -$7.21K -56 -0.1%
FB
888
Fulton Bank
Pennsylvania
$6.13M -$316K -2,453 -5%
PIM
889
Progressive Investment Management
Oregon
$6.04M -$64.2K -499 -1%
AP
890
Advisor Partners
California
$6.04M +$450K +3,494 +8%
ACPU
891
Arrowgrass Capital Partners (US)
Delaware
$6.03M +$5.86M +45,500 New
UR
892
USCA RIA
Texas
$6.01M +$34.8K +270 +0.6%
IWA
893
IBEX Wealth Advisors
New Jersey
$6.01M
RWP
894
RWA Wealth Partners
Massachusetts
$6M +$158K +1,228 +3%
IIM
895
Ipswich Investment Management
Massachusetts
$5.99M +$205K +1,592 +4%
WS
896
Wedbush Securities
California
$5.99M +$76.7K +596 +1%
PWW
897
Pettyjohn Wood & White
Virginia
$5.97M +$147K +1,145 +3%
BCM
898
Bourgeon Capital Management
Connecticut
$5.96M -$12.9K -100 -0.2%
SA
899
Strategic Advisors
New York
$5.96M -$45.2K -351 -0.8%
PPSG
900
Princeton Portfolio Strategies Group
New Jersey
$5.95M -$12.9K -100 -0.2%

V Hedge Fund Activity: Q2 2018 in Review

2,120 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q2 2018, worth a combined $219B — up 10% from $198B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new V positions and 61 closed out — a net gain of 60 holders — while 867 added to existing stakes and 835 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $349M. The largest seller was Eaton Vance Management, cutting an estimated $442M.

  • 2,120 institutional investors held Visa (V) as of Q2 2018, up from 2,076 in Q1 2018.
  • Funds reported $219B of Visa stock for Q2 2018, up 10% quarter-over-quarter.
  • 121 funds opened new Visa positions in Q2 2018 and 61 closed out, a net change of +60 holders.
  • The largest Visa buyer in Q2 2018 was Citadel Advisors, an estimated $349M added.
  • The largest Visa seller in Q2 2018 was Eaton Vance Management, an estimated $442M sold.

Based on aggregated 13F filings for Q2 2018.